FinTech

[1]  1 2 3 4 5 6 7 8   [144]

Big Tech Layoffs Are Hitting Diversity And Inclusion Jobs Hard

by

The layoffs threaten company pledges to boost underrepresented groups.

FNZ Buys YieldX To Give Advisors Path To Build Better Bond Portfolios

by

With YieldX's technology, FNZ will be able to offer more personalized investment solutions.

How Advisor360's First Acquisition Could Expand Its Reach And Offering

by

The fintech acquired Canadian account-opening specialist Agreement Express last month.

ChatGPT Sounds Exactly Like Us. How Is That A Good Thing?

by

Programmers have succeeded in making computers more like people, but we still don't have the secret to human consciousness.

ChatGPT Will Be The Calculator For Writing, Top Economist Says

by

ChatGPT has already passed parts of the bar, the entrance exam for US law schools.

Schwab Robo Clients Receive $52 Million For Allocation Disclosure Failures

by

The firm is sending a total of $52 million to its eligible clients.

Scaramucci Invests In Crypto Firm Set Up By Ex-FTX US Head

by

Scaramucci will be using his own money for the software venture to show support for Brett Harrison.

Wall Street Rapper Charged In Crypto Heist Lands New Tech Job

by

Heather Morgan has also billed herself as "Razzlekhan" and the "Crocodile of Wall Street."

Email Beats Newsletter For Client Communication, Survey Finds

by FA Staff

And in the absence of advisor contact, social media will fill the void.

Firms Combine Tax Management Tech With Risk-Averse Strategies

by

The partnership gives Frontier access to 55ip tech, and 55ip clients access to Frontier's risk-managed investment strategies.

Now More Than Ever, Advisors Need A Marketing Makeover

by

With the industry's organic growth rates closer to zero, now is the time to bring a renewed focus to marketing.

Building The Future Of Financial Advice

by

Here are three key factors in successfully attracting talent to the financial planning industry.

FinFolio Unveils Enhancements To Back Office Software

by

The firm has been providing software solutions for wealth managers since 2008.

Actually, It Has Been A Wonderful Year For Tech's Future

by

Things look bleak. Yet progress across the board give reason to be optimistic about the coming few years.

A Look At The Gold Rush To Become The New Twitter

by

Platforms new and old are hoping to win from those departing the bird app.

Schwab, ABRY Acquire Minority Interests In Dynasty

by

The investment come almost one year after Dynasty filed for an IPO, which got shelved by the 2022 bear market.

Who Will Become The Amazon Of Financial Advice?

by

It takes a company willing to break from the past and make big bets, including some that don't pan out.

How Twitter Influencers Used Penny Stocks To Dupe Retail Investors

by

It's an epic cautionary tale about investment advice on social media.

Catchlight Partners With Wealthbox To Aid Advisors

by

Catchlight is a data-driven system that was incubated within Fidelity Labs and rolled out to the public earlier this year.

When Real Client Engagement Means Ditching The Financial Plan (Sort Of)

by

It's not the charts and graphs that win clients. It's the distillation and the conversation.

[1]  1 2 3 4 5 6 7 8   [144]